Release Notes

February–March 2026

My Account

• Bank reactivation—reactivate an inactive bank account for trading and/or DP.

• FATCA Declaration—The FATCA declaration has been updated to include no-TIN cases with reasons

November–December 2025

My Account

• Family flag—Mark who an email ID or mobile number belongs to.

• Nominee—Add a nominee anytime, even if you opted out earlier.

Dashboard

• Net worth figures — Pending settlement value no longer impacts DP Holdings or Networth with Geojit.

• Liabilities in net worth — Loans are now shown separately under My Net Worth.

Products

• Smartfolios tab — Smartfolios is now available as a dedicated tab.

Reports

• Daily MTM for Futures — P&L now includes a Daily MTM view for Futures.

September–October 2025

Reports

• Trading P&L — Combined P&L view with breakup, transaction insights, and unrealised P&L.

• Account Statement (Excel download) — Download your account statement as an Excel file.

• MTF P&L (Excel download) — Download MTF P&L reports as an Excel file.

• Trade Report — Excel downloads now include settlement numbers.

Dashboard

• Net worth and Total Investment — Calculations now include other assets and loans.

• Other assets and loans — Dedicated views for Deposits, Property, Precious Metals, Loans, Insurance, and Vehicles.

Ideas

• Research subscriptions — Research is off by default. Users must subscribe to view recommendations.

Products

• Insurance — View insurance bought via Geojit. Add external policies too.

• IPO, Buyback & OFS — IPO access is now extended to joint account holders. HUF and Joint DP clients can also participate.

• Loans — Add and track your borrowings.

• Other Assets — Add and monitor assets like precious metals, properties, deposits, and vehicles.